
我們是一個專注於產業分析的網站。 我們透過參加法說會、與公司會談、閱讀研究報告、蒐集公開新聞資訊……等方式,歸納產業趨勢脈絡, 提供讀者更容易理解產業分析。 我們希望能打造一個更好的產業分析學習生態圈, 讓讀者能夠有效率地學習與吸收,提升自己的眼光,拓展更寬廣的視野。 歡迎來定錨產業筆記:investanchors.com/ ----------------------------- 合作信箱 -------------------------------------- 有任何合作邀約歡迎來信:investanchors@gmail.com -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 4 | Founded | 23 days ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

過年特別節目第二集,我們一樣請來站長,跟大家分享新一年的產業趨勢。我們準備得很豐富,把大家最想知道的內容一次整理給大家:記憶體近況、先進製程進展、台積電擴產、封測外溢、被動元件,以及光通訊相關的產業趨勢。
在 Q&A 環節,我們也分享了不少站長私藏的京都景點。
過年期間把這集分享給大家,希望大家都能收穫滿滿!想看更多詳情,也歡迎各位到我們的網站逛逛。定錨團隊的每位研究員都很認真研究每一個主題,希望能幫助大家減少資訊落差。
新的一年,定錨團隊祝福所有聽眾和網站用戶:股票馬力全開、工作馬... more
新的一年定錨產業筆記祝大家,馬年大家的股票都可以馬上噴發。
本集邀請本站神獸級人物出場,跟大家分享2026年全年趨勢,希望大家可以聽得開心也可以了解今年的市場脈動,下一集我們會分享產業趨勢及付費會員問的QA,想了解更多內容或是也想在站長出現的特別集數被回答QA,歡迎大家加入我們的訂閱會員,會給大家滿滿的產業報告,我們在一月發了24篇報告真的又佛又超值。
本集聊到的內容:
①2026年全球經濟展望報告
國防軍工展2025探訪無人載具供應鏈
investanchors.com/user/vip_contents/17593262871450
龍德造船(6753):營運簡評
investanchors.com/user/vip_contents/17688305441504
國防部公佈7,000億元軍購特別預算 (發文當時尚未公布1.2兆軍購特別預算)
本集節目聊到的相關文章:
1. CES 2026專題(一):NVIDIA Kyber Rack & CPO交換器
investanchors.com/user/vip_contents/17677723901497
2. CES 2026專題(二):NVIDIA BlueField-4 DPU
investanchors.com/user/vip_contents/17678440751498
3. 銀價上漲推升被動元件漲價循環
https... more
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定錨產業筆記-科技產業趨勢領航者 launched 23 days ago and published 4 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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